No More Guesswork in Expert Sourcing

Expert Scouting & Vetting Playbook

For Teams Across IP, Tech, Life Sciences, And Other Complex Commercial Practices

This guide, from our bench to yours, helps improve scouting and vetting the right expert - without risky gaps or wasted time, using smarter processes and access to litigation + case Data.

Scouting and Vetting Playbook several pages

Modeled on Your Workflow

You’ve just been looped into a complex IPR, or maybe product liability, an antitrust class action, or a toxic tort. The deadlines are tight, the tech is deep. Then the partner asks, “Who’s our expert?", when you haven’t even scoped the discovery.

And you know that Linkedin or Google Scholar ≠ litigation-ready.

This is where the real work begins - and where the wrong shortcut costs time you won’t get back.

This guide helps you:

Why We Wrote This​

At Patexia, we work with top top trial teams across IP, antitrust, securities, trade secret, commercial, product liability, construction, and insurance. Those like Quinn, MoFo, and Fish.

We’ve helped them identify, vet, and engage experts across District Court, PTAB, ITC, arbitration, and complex litigation, all focused on two things: speed and precision.

This guide distills top attorney workflows and Patexia expert data - what a sharpest associate would build with hundreds of hours and dozens of cases.

What You’ll Learn
When and how to trigger an expert search
What to ask (and read between the lines) in expert interviews
Red flags to catch before you recommend someone
How to narrow down experts using litigation history and real case data
A comprehensive question framework to shortlist and vet
Tips from attorneys who do this full-time, fast
In expert sourcing, speed matters-
but precision wins.

Get the Playbook Now

This guide reveals how attorneys use questions, red flags, and data to win expert-heavy cases across IP, financial, scientific, and technical domains.

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What’s Inside

Scouting and Vetting Playbook several pages

Trusted by U.S. law firms that litigate to win

Trusted by U.S. law firms
that litigate to win

Built by Experts Behind the Experts

We analyze case history, courtroom testimony, industry standards, financial records, and scientific expertise, plus conflict signals to surface the right expert fast using AI and litigation Big Data. So you’re never chasing the wrong lead.

p.s. Need help on your current case?
p.s.
Need help
on your current case?

Patexia Connect helps IP teams move faster - without compromising on fit.
We're here if you want to:

Get a curated shortlist for a live or upcoming case
See how Connect helps source experts in under 72 hours
Estimate how this could fit your team’s workflow
A quick note before you go:
A quick note
before you go:

Even the best teams lose time chasing the wrong expert. We’ve seen that play out - and often helped fix it.

Smart Data-Backed Expert Search Platform that Saves Your Time

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